Check the form link before you send a client follow-up
Make sure the form destination is ready before your next proposal email asks a client to complete it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Form Details
This tool retrieves detailed information about a specific form in formsite. it provides comprehensive details including the form's internal description, directory identifier, name, publishing information (embed code and form link), current state (e.g., "open"), and statistics (file size and number of results).
Why this helps
A follow-up loses momentum when its form link is missing, unavailable, or points to a closed form.
- Review form links and current state before outreach.
- Avoid sending clients to a form that is unavailable.
- Prepare a follow-up with the right next step at hand.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Formsite to Notis once through the portal.
- 2Create an automation or ask Notis to check publishing details for forms tied to proposals needing follow-up.
- 3Describe the link and status checks in one plain-language instruction.
- 4Select a daily schedule and a channel for run reports.
- 5Test on one real form and open the returned link to confirm it works.
Questions about this workflow
Does this send the link to the client?
No. The action retrieves publishing information. You review and share the link yourself.
Can it check whether a form is open?
Yes. Form details include the current state, such as open.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Formsite. A trigger fires from one place; an action lands in another.
Bidsketch triggers
Formsite actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Form Details
This tool retrieves detailed information about a specific form in formsite. it provides comprehensive details including the form's internal description, directory identifier, name, publishing information (embed code and form link), current state (e.g., "open"), and statistics (file size and number of results).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Form Items
This tool retrieves all items (questions) for a specific form using the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/items endpoint. it is an independent action that only requires the form directory (obtainable via formsite list all forms) to retrieve the structure and details such as item ids, question types, text, answer choices, required status, and other properties.
Get Form Results
This tool retrieves the latest form results from a specified formsite form. it uses the get https://{server}.formsite.com/api/v2/results/latest endpoint to fetch results independently, handling required parameters such as form id, limit, page, and sort direction without referring to external resource ids.
Get Form Webhooks
This tool retrieves all webhooks configured for a specific form in formsite. it uses the get https://{server}.formsite.com/api/v2/{user dir}/forms/{form dir}/webhooks endpoint to fetch webhook configurations, including url, status, settings, and triggers.
List All Forms
This tool retrieves a list of all forms in the user's formsite account. it provides essential information such as form id, form name, form directory, creation date, last modified date, status, access level, and other metadata. it serves as a foundational tool for further operations.
Connect any two apps with Notis in the middle.
Bidsketch and Formsite, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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